Tax Manager – Personal team in Sutton

Location: Hybrid / Sutton, UK

Job type: Permanent / Full-time

Sector and subsector: Tax & Practice | General Practice

Salary: Competitive Salary

Affinia is a UK Top 35 Accounting firm, where we support our clients with everything from day-to-day Accounting, Audit and Tax planning to strategic business advice, compliance and specialist services such as Cloud Accounting, Payroll and Mergers & Acquisitions across a wide range of sectors. We are committed to delivering excellence in every aspect of our work, adapting to the evolving regulatory landscape while consistently exceeding client expectations.

Purpose of the role:

In joining Affinia, you will be part of a growing, successful, forward thinking and dynamic tax department. This role involves significant leadership, strategic financial management, high-level client relationship management, and driving growth for the Tax Service Line. The role requires an experienced individual of Personal Tax compliance processes and workflow. However, there is also ample opportunity to get involved in high-value advisory work for a varied portfolio of individuals.

Accountabilities:

• Management of a large portfolio of individuals and unincorporated businesses, covering a broad range of affairs and complexity.
• Management of the entire team’s compliance cycle, from overseeing the preparation of documents, subsequent reviews, advising clients directly of their tax positions and submission to HMRC.
• Complete and review complex compliance work to the highest of standards and using this touch point to continually identify tax planning opportunities for clients and subsequently pursue them.
• Line managing and mentoring junior members of the tax team.
• Assisting with the internal tax training of staff within the team.
• Working collaboratively with staff across all our office locations to constantly improve our compliance processes and ensure that we continue to be at the cutting edge of tax technology enabling efficient delivery of quality tax work.
• Promote the Tax Service Line across the group and assist teams in other locations with tax matters.
• Building and maintaining key relationships with clients and other professional third parties.
• Leading client meetings with complex clients and acting as a trusted advisor to them.
• Continually monitoring key KPI’s across your portfolio and the team such as WIP, billing and debtors and ensuring our functions are operating in a profitable manner.
• Drive new business opportunities across the client base and liaise with senior staff with the engagement of new clients.

Professional skills/qualifications:

• Strong tax technical knowledge and advisory experience.
• A continued aspiration to further your skill set.
• The ability to spot tax planning opportunities and progress these independently with clients.
• Proven track record of managing a varied tax portfolio.
• The ability to work autonomously and lead others.
• Excellent organisational skills.
• The ability to review other people’s work and develop junior staff through clear and constructive feedback.
• The ability to build a rapport and develop strong relationships with clients, colleagues, and external stakeholders.

Culture & Core Benefits:

• Auto enrolment Pension Scheme with True Potential
• Death in Service
• Professional membership support
• Paycare – claim money back for Dental / Optical / Professional Therapies
• Dress for your Diary Policy

Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested. Affinia is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion, or belief, gender reassignment, marriage or civil partnership, pregnancy, or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.